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Advanced Template Statements accessing subsidiary fields and customer fields
Hi All,
Just wondering if anyone has any experience working with Advanced Templates for statements, I appreciate the feature still has the 'beta' moniker been seems some glaring omissions to the data model (or I haven't guessed the name yet). I am trying to implement a statement for a multi-subsidiary company where I would like to show:
* the subsidiary tax number (federalidnumber from record guide)
* the clients company number and some other details from the client record.
Best I can do so far is details from company information which is pulling from the setup > company information so is the same irrespective of the customer's subsidiary:
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